NWF Advisory Services’s Chevron CVX Stock Holding History

NWF Advisory Services’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.54M	Sell	27,113 -2,708	-9%	-$533K	0.52%	49
2026 Q2	$4.94M	Sell	29,821 -82	-0.3%	-$15.3K	0.46%	48
2026 Q1	$6.19M	Sell	29,903 -307	-1%	-$56K	0.7%	39
2025 Q4	$4.6M	Buy	30,210 +5,168	+21%	+$787K	0.51%	48
2025 Q3	$3.89M	Buy	25,042 +574	+2%	+$88.9K	0.43%	54
2025 Q2	$3.5M	Buy	24,468 +15,043	+160%	+$2.12M	0.42%	56
2025 Q1	$1.58M	Sell	9,425 -4,991	-35%	-$781K	0.22%	85
2024 Q4	$2.09M	Buy	14,416 +9,023	+167%	+$1.38M	0.31%	56
2024 Q3	$794K	Buy	5,393 +114	+2%	+$17K	0.12%	124
2024 Q2	$826K	Buy	5,279 +761	+17%	+$121K	0.13%	116
2024 Q1	$713K	Sell	4,518 -116	-3%	-$17.5K	0.12%	127
2023 Q4	$691K	Buy	4,634 +2,020	+77%	+$306K	0.14%	120
2023 Q3	$441K	Sell	2,614 -57	-2%	-$9.21K	0.1%	145
2023 Q2	$420K	Hold	2,671	–	–	0.1%	156
2023 Q1	$420K	Buy	+2,671	New	+$448K	0.1%	155

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

NWF Advisory Services's CVX Position: Q3 2026 in Review

NWF Advisory Services reduced its Chevron (CVX) stake by 9.1% in Q3 2026, selling an estimated $533K and leaving 27,113 shares worth $5.54M. The position accounts for 0.52% of the portfolio, ranked #49.

NWF Advisory Services first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.19M in Q1 2026. 915 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

NWF Advisory Services held 27,113 shares of Chevron worth $5.54M as of Q3 2026.
NWF Advisory Services sold 2,708 Chevron shares in Q3 2026, an estimated $533K.
Chevron made up 0.52% of NWF Advisory Services's portfolio in Q3 2026, its #49 holding.
NWF Advisory Services first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Chevron position peaked at $6.19M in Q1 2026.
915 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.